Plan5500

Checker Distributors 401(K) Plan — Form 5500 plan (Checker Notions Co., Inc. Dba Checker Distributors)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Checker Distributors 401(K) Plan is a benefit plan reported by Checker Notions Co., Inc. Dba Checker Distributors under EIN 34-1105190 and plan number 001. The latest loaded filing year is 2023. The filing reports 133 participants and $13,104,582 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Checker Notions Co., Inc. Dba Checker Distributors
EIN
34-1105190
Plan number
001
Plan type
2
Location
Maumee, OH
Latest filing year
2023
Participants
133
End-of-year plan assets
$13,104,582

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023133H, C20241001134127NAL0011786272001
2023136H, C20241107083854NAL0016486208001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$13,104,582

Income & contributions

Employer contributions
$77,355
Participant contributions
$179,554
Total contributions
$256,909
Total income / additions
$618,137

Expenses & distributions

Benefits paid
$395,260
Administrative expenses
$16,522
Total expenses
$411,782
Net increase / (decrease)
$206,355

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch Pierce Fenner SmithINVESTMENT ADVISOR$29,336$02023
Pension Innovations & ConsultingTPA$0$5,8382023
Empower Annuity Insurance CompanyRECORDKEEPER$1,474$02023

Related Form 5500 pages